FLVCX Mutual Fund

FLVCX Mutual Fund

NAV$39.36
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Returns Overview

1 Month
-8.07%
3 Months
-7.16%
6 Months
-19.61%
YTD
+5.94%
1 Year
+3.30%
3 Years (annualized)
+23.61%
5 Years (annualized)
+9.72%
10 Years (annualized)
+13.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FLVCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity US Leveraged Stock Linked Index
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+10.80%
vs Peers
-4.86%

FLVCX Mutual Fund Performance

FLVCX performance across multiple time periods: 1-month -8.07%, YTD 5.94%, 1-year 3.30%, 3-year 23.61%, 5-year 9.72%, 10-year 13.84%.

FLVCX returns trail the peer average of 10.80% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

FLVCX vs another fund shows side-by-side returns. FLVCX alternatives are available in the Mutual Fund Screener.